The result is that the client winds up with a solution that doesn’t actually solve their full and true problem, or a solution that Band-Aids a symptom. In both scenarios, the problem will present again in the future. That’s why we developed a model called Care to KnowTM.
Care to Know Planning helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
By combining your family, legal and financial matters into a unified plan, Strazzeri Mancini can…
- Increase your control over your affairs
- Assure the continuance of your lifestyle & the protection of your assets
- Enable you to pass your values and work ethic to your heirs
- Substantially reduce excise, gift, estate, income and generation-skipping taxes
- Manage the value of your business interests
- Keep your affairs free from publicity and the costs and delay of probate